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David Colby Location
New York, NY, US
David Colby Work
Senior SMA Business Analyst @ (January 2026 - Present)
Vice President - Investment Solutions and Advice @ (January 2024 - January 2026)
Sr. Associate - Investment Solutions and Advice @ (January 2022 - January 2024)
Portfolio Manager @ (April 2020 - December 2021)
Investment Analyst @ (June 2018 - April 2020)
Research Assistant @ (October 2017 - May 2018)
Associate Investment Analyst @ (May 2017 - August 2017)
Information Technology Intern @ New Providence Board of Education (June 2014 - August 2016)
David Colby Education
The College of New Jersey
Bachelor of Science - BS (Finance, General)
2014-2018
David Colby Skills
Asset Allocation
Fractional Shares
Microsoft Office
Portfolio Analysis
Portfolio Management
Product Management
Python (Programming Language)
SQL
Software Development Life Cycle (SDLC)
Tax Loss Harvesting
Wealth Management
David Colby Summary
David Colby, based in New York, NY, US, is currently a Senior SMA Business Analyst at PGIM. David Colby brings experience from previous roles at JPMorgan Chase & Co. and Peapack Private Bank & Trust. David Colby holds a 2014 - 2018 Bachelor of Science - BS in Finance, General @ The College of New Jersey. With a robust skill set that includes Asset Allocation, Fractional Shares, Microsoft Office, Portfolio Analysis, Portfolio Management and more. David Colby has 1 emails and 1 mobile phone numbers on RocketReach.
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